Weekday news and analysis for retirement plan advisers

Tuesday, August 13, 2024 Exclusives | Awards | Research | Events

Practice Management Cetera Leans Into Wealth Expertise in 401(k) Participant Programming Cetera’s head of workplace and retirement plans believes wealth managers’ skills in serving individual clients give them a leg up in 401(k)-to-wealth convergence. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Pension Funding in July Mostly Flat, With Some Dips Equities bolstered corporate pension funds for the most part last month, offsetting a decline in discount rates.

Today’s Most Read 1. More Than Half of Recent Retirees Report Regrets Over How They Saved for Retirement 2. Digital Asset Market Structure Bill Moves Forward Following Senate Committee Vote 3. ERISA Settlements Provided $68 per Plaintiff in 2025

Advisory M&A News – 8/12/24 Cetera’s TRPG acquires $180M advisory; Carson Group adds Texas-based advisory to network; Equita Financial adds 3 women-owned firms to advisory platform.

Russell Investments Promotes Ayesha Parra to Global Head of Alternatives Parra will oversee the firm’s business strategy for its alternatives platform.

Major 401(k) Litigators Are ‘Back in Action,’ With More Entering the Fray After a lull in filings last year, 2024 is seeing an uptick, including from law firms not previously active in 401(k) litigation.

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